Hock TanPresident & CEO, Broadcom Inc. (AVGO)
5 recorded appearances
Tan and Brockman unveil their first jointly designed custom chip and address whether AI capex is a bubble, arguing committed customer demand underwrites the build-out.
Tan lays out his acquisition framework, why he moved Broadcom from semiconductors into software, and where the real physical constraints in AI infrastructure sit. Advises building a skill set rather than a career.
On stage at Bloomberg Tech, Tan describes the early Anthropic custom-chip engagement as a "leap of faith" that turned into a great bet, and discusses AI scaling and revenue visibility.
Tan and Charlie Kawwas join Sam Altman and Greg Brockman to announce the OpenAI custom accelerator partnership, discussing how frontier-model lessons feed directly into hardware design.
Tan discusses the custom AI accelerator (XPU) pipeline and Broadcom's mixed hardware-plus-infrastructure-software model.